The Document Inventory Report displays information about documents that have been added to the Review Log of a Request.
Steps to Generate a Document Inventory Report
Click Reports > Document Reports > Document Inventory. The Document Inventory screen displays as shown below.
Enter information in the following fields as needed:
Field | Description |
Report Header Display Options | |
Display on 1st page | Only display the report header on the first page of the report. |
Display on all pages | Display the report header on all pages of the report. |
Do not display on any pages | Do not display the report header on any pages of the report. |
Select Options | |
Sort By | The criteria you want to sort by. |
Sort Order | Sort the report in Ascending or Descending order. |
Filter By | |
Request Number | Request number to be included in the report |
Folder Name | Name of a Folder to be included in the report |
Date Added between | Date range within which documents were added. Optionally, select the Current Day option and select an option from the menu. |
Last Modified between | Date range within which documents were modified. Optionally, select the Current Day option and select an option from the menu. |
Comments | Comments from the document review process to filter the report by comments. |
Last Modified Review Layer Name | Name of the last modified Review Layer. |
Document Review Status | Status, as selected from the drop-down menu. |
Requests Assigned To | |
Action Office (User) | Action Office, as selected from the drop-down menu. All will be selected by default. |
User Group | User Group, as selected from the drop-down menu. All will be selected by default. |
Assigned to User | Assigned User or Primary User the Requests are assigned to |
Include Inactive Users | Include inactive users in the report. |
User | Search for and select a user the Requests are assigned to |
Click Generate. The Document Inventory Report displays as shown below.

For information on printing reports, see Printing, Emailing, and Exporting Reports.